How do I search across systems?
Ticketclosed
Kilcolgan Payments · How do I search across systems?
Kilcolgan customer learned to use search function to find customer activity across all connected systems in one view.
What happened
What this says
As at Fri 9 Oct 2026Kilcolgan customer learned to use search function to find customer activity across all connected systems in one view.
Problem: Eoin wanted to understand how the search function works to find customer activity across all connected systems at once. Handling: Bethan Lister provided clear guidance: use the search bar to find by name, reference or email; results show records from all connected systems. Response time was 280 minutes (about 4.5 hours). Ticket resolved in five days. Watch: This is a learning query showing positive engagement with core product value. Search across systems is a key differentiator; adoption pattern is healthy.
Details
Updated 9 Oct 26Trail
created · Eoin Hegarty 20 Nov 2025 12:52I want to search for a specific customer to see all their activity across our systems in one place. How does the search function work?- Public reply · Bethan Lister 20 Nov 2025 17:32Hi Eoin, you can use the search bar at the top to find a customer by name, reference or email. It'll show you all their records from every connected system: collections, tickets, everything, in one view. Just start typing and you'll see the results. Thanks, Bethan
- Status change · 29 Nov 2025 23:59